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Maria Herrell
Updated 1 year ago

The Agenda tab is a list view of all your to-dos items, tasks & events. Viewing tasks in a list view is a great way to filter your tasks and events to receive weekly agenda reports, to-do reports for specific deals, or daily agendas for users on your Pipeline account.

To-dos lists

Click on the Agenda tab then either select a list from the saved list dropdown or add/remove columns, filter, and sort the data to save as a new list.

NOTE: Contact your admin if you do not have the ability to export


Completed todos

Add the Completed column to any list and filter for "no" so that only your outstanding todo items populate your agenda!


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